Find A Portfolio/Ticker
Comparison Box
VCCAX: CAPITAL APPRECIATION FUND CAPITAL APPRECIATION FUND (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/25/1998 |
Last Dividend Date: | 05/13/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/02/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/01/2006 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.2 | 16.0 | 15.4 | 14.0 | 10.0 | 7.9 | 10.2 | -12.5 | 7.9 | 28.8 | 27.7 | 1.0 | 23.7 | 2.1 | 5.8 | 8.6 | 36.1 | 17.9 | -1.9 | 14.4 | 32.3 | -44.2 | 19.9 | 5.6 | 3.4 | 9.3 | 26.0 | -30.7 | -21.5 | -22.6 | 35.4 | 7.4 |
Sharpe Ratio | NA | 0.19 | 0.58 | 0.64 | 0.71 | NA | NA | 0.22 | -1.23 | 0.6 | 0.83 | 1.88 | -0.02 | 2.7 | 0.13 | 0.36 | 0.62 | 2.86 | 1.22 | -0.08 | 0.8 | 1.3 | -1.06 | 0.93 | 0.2 | 0.11 | 0.61 | 1.45 | -1.18 | -0.79 | -0.82 | 1.55 | 4.51 |
Draw Down(%) | NA | 12.5 | 31.6 | 31.6 | 31.6 | NA | NA | 68.1 | 12.5 | 8.2 | 31.6 | 8.5 | 21.3 | 3.0 | 13.1 | 12.3 | 8.1 | 6.5 | 10.6 | 22.4 | 15.1 | 20.4 | 52.3 | 10.2 | 11.7 | 9.2 | 12.5 | 10.3 | 37.9 | 41.0 | 32.6 | 10.3 | 4.1 |
Standard Deviation(%) | NA | 27.1 | 26.6 | 22.9 | 19.1 | NA | NA | 22.1 | 45.4 | 20.6 | 34.4 | 13.9 | 19.8 | 8.6 | 14.4 | 16.3 | 13.8 | 12.6 | 14.8 | 24.8 | 17.8 | 24.8 | 42.5 | 18.2 | 11.7 | 11.7 | 13.6 | 17.5 | 26.9 | 30.6 | 32.5 | 20.7 | 24.1 |
Treynor Ratio | NA | 0.49 | 0.25 | 0.22 | 0.18 | NA | NA | 0.06 | 17.11 | 0.21 | 0.3 | 0.39 | 0.0 | 0.24 | 0.02 | 0.06 | 0.09 | 0.35 | 0.18 | -0.02 | 0.16 | 0.33 | -0.4 | 0.16 | 0.03 | 0.01 | 0.09 | 0.29 | -0.38 | -0.28 | -0.29 | 0.35 | 2.01 |
Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.3 | 0.0 | -0.07 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.03 | 0.01 | -0.02 | 0.01 | 0.01 | 0.0 | 0.03 | -0.02 | 0.06 | 0.31 |
Beta | NA | 0.11 | 0.61 | 0.67 | 0.75 | NA | NA | 0.87 | -0.03 | 0.59 | 0.94 | 0.67 | 0.93 | 0.96 | 0.95 | 0.99 | 1.0 | 1.02 | 1.0 | 0.92 | 0.91 | 0.98 | 1.11 | 1.08 | 0.85 | 0.9 | 0.89 | 0.88 | 0.83 | 0.86 | 0.92 | 0.93 | 0.54 |
RSquared | NA | 0.01 | 0.44 | 0.52 | 0.62 | NA | NA | 0.83 | 0.0 | 0.38 | 0.95 | 0.73 | 0.96 | 0.92 | 0.96 | 0.97 | 0.96 | 0.96 | 0.96 | 0.98 | 0.95 | 0.95 | 0.96 | 0.95 | 0.89 | 0.82 | 0.9 | 0.94 | 0.97 | 0.96 | 0.96 | 0.9 | 0.55 |
Yield(%) | N/A | 2.2 | 10.5 | 10.2 | 9.9 | 7.4 | 6.0 | N/A | 0.0 | 2.3 | 3.5 | 29.6 | 5.4 | 10.3 | 9.9 | 0.3 | 0.5 | 0.0 | 0.5 | 0.5 | 0.5 | 1.3 | 0.1 | 0.3 | 0.2 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 4.1 | 4.1 | 0.1 |
Dividend Growth(%) | N/A | -19.3 | 42.4 | 374.9 | N/A | N/A | N/A | N/A | -100.0 | -19.3 | -88.7 | 420.6 | -40.9 | -1.2 | 3220.0 | -28.6 | N/A | -100.0 | 0.0 | 25.0 | -55.6 | 800.0 | -66.7 | 50.0 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 31.4 | 5000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (98%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)